| Financial Management Professionals, Inc. | 1 | $267 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $267 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $267 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $267 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $534 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $800 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $800 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $800 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 3 | $800 | 0.00% | +3 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 6 | $1.00K | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 4 | $1.07K | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.22K | 0.00% | −1−16.7% | Reduced |
| Benson Wealth Management INC | 5 | $1.33K | 0.00% | −1−16.7% | Reduced |
| N.E.W. Advisory Services LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.33K | 0.00% | +1+25.0% | Added |
| Silver Grove Financial Group, Inc. | 5 | $1.33K | 0.00% | +5 | New |
| Plato Investment Management Ltd | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $1.57K | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.60K | 0.00% | −1−14.3% | Reduced |
| Albion Financial Group | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $1.60K | 0.00% | +6 | New |
| Ares Financial Consulting, LLC | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7 | $1.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.87K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $1.87K | 0.00% | +3+75.0% | Added |
| Murphy & Mullick Capital Management Corp | 7 | $1.87K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $2.35K | 0.00% | −1−11.1% | Reduced |
| Bravera Wealth | 9 | $2.40K | 0.00% | −20−69.0% | Reduced |
| Strategic Investment Solutions, Inc. | 9 | $2.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $2.40K | 0.00% | +1+12.5% | Added |
| NBT Bank N A | 9 | $2.40K | 0.00% | +9 | New |
| Burk Holdings LLC | 10 | $2.67K | 0.00% | +10 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.67K | 0.00% | −6−37.5% | Reduced |
| UMA Financial Services, Inc. | 10 | $2.67K | 0.00% | +4+66.7% | Added |
| Asset Dedication, LLC | 10 | $2.69K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $2.92K | 0.00% | +11 | New |
| C M Bidwell & Associates Ltd | 11 | $2.94K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $2.94K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $2.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $3.20K | 0.00% | +6+100.0% | Added |
| Cornerstone Financial Management LLC | 12 | $3.20K | 0.00% | +6+100.0% | Added |
| Westfuller Advisors, LLC | 12 | $3.21K | 0.00% | −7−36.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $3.47K | 0.00% | +1+8.3% | Added |
| Clear Street Markets LLC | 14 | $3.73K | 0.00% | −108−88.5% | Reduced |
| High Note Wealth, LLC | 14 | $3.73K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $3.73K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 14 | $3.74K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15 | $3.87K | 0.00% | +15 | New |
| Eastern Bank | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| Bell Investment Advisors, Inc | 16 | $4.27K | 0.00% | −1−5.9% | Reduced |
| Creative Financial Designs Inc | 16 | $4.27K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $4.27K | 0.00% | +16 | New |
| Signature Equity Partners, LLC | 16 | $4.28K | 0.00% | +10+166.7% | Added |
| Retirement Wealth Solutions LLC | 17 | $4.47K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.54K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $4.60K | 0.00% | −254−93.7% | Reduced |
| Union Savings Bank | 18 | $4.80K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $4.80K | 0.00% | +2+12.5% | Added |
| First United Bank Trust | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $5.73K | 0.00% | +8+61.5% | Added |
| Atlantic Trust, LLC | 22 | $5.87K | 0.00% | +3+15.8% | Added |
| Holos Integrated Wealth LLC | 22 | $5.92K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $6.14K | 0.00% | −7−23.3% | Reduced |
| RMG Wealth Management LLC | 25 | $6.38K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 24 | $6.40K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 24 | $6.40K | 0.00% | +2+9.1% | Added |
| Financial Freedom, LLC | 24 | $6.40K | 0.00% | +24 | New |
| Princeton Global Asset Management LLC | 25 | $6.67K | 0.00% | −68−73.1% | Reduced |
| Gleason Group, Inc. | 25 | $6.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $6.83K | 0.00% | +13+108.3% | Added |
| Coston, McIsaac & Partners | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 27 | $7.20K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 29 | $7.74K | 0.00% | +29 | New |
| MTM Investment Management, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $8.41K | 0.00% | +1+3.2% | Added |
| Kemnay Advisory Services Inc. | 33 | $8.80K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 34 | $9.07K | 0.00% | −13−27.7% | Reduced |
| Old Second National Bank of Aurora | 35 | $9.34K | 0.00% | −15−30.0% | Reduced |